Installing and using a Salesforce plug

Yetto's integration with Salesforce pulls available customer data from Salesforce directly into Yetto. Set up the Salesforce plug, and watch your available customer data flow automatically into a panel next to the relevant conversation.

How it works

When you view a conversation, Yetto triggers a customer.requested event to send information about that conversation - including the author's name and email address, if available - to the Salesforce plug.

(It's possible that not all of your customers are contacting you through email; Yetto allows you to connect to customers [in] [other] [ways], so an email address might not always be available.)

The Salesforce plug sends a request to your Salesforce instance, searching for a Salesforce matching the author's name or email and returning some of their information to display in the panel on the right:

• The contact's name
• The contact's email address
• The contact's account name
• The annual revenue of the contact's account

[image of data in the sidebar]

If you have multiple contacts with the same name or email address andSalesforce returns multiple records, we'll display up to three of them in the conversation. And if you leave the conversation open in a browser tab for a while and the information is stale, yuse the refresh button to request the data from Salesforce again.

[image of the refresh button]

We don't store the data, so you're always looking at the most up-to-date information from your Salesforce contact list. Just set up the plug and we'll do the rest.

Installing the Salesforce plug

To activate the Salesforce integration, add the plug to your Yetto inbox and approve the connection via Salesforce:

1. Go to your inbox ([https://web.yetto.app/orgs/[organization]/inboxes/inbox]).
2. Go to the "Settings" tab in the inbox navigation bar, then click on "Plugs" (https://web.yetto.app/orgs/[organization]/inboxes/[inbox]/settings/plugs).
3. Click "Install " in the Salesforce row to install the Salesforce plug.
4. Enter the subdomain of your Salesforce organization and click "Continue to next step."
   1. For example, the subdomain in the address https://mycompany.my.salesforce.com is mycompany. Don't include the https://.
5. Click "Authorize" to approve the connection between Salesforce and Yetto.
6. You will be sent to a Salesforce authentication page to approve Yetto's access.
   1. If you are not already signed into Salesforce in your current browser, you will be asked to sign in.
   2. Once signed in, you'll be asked to approve Yetto's access to your account.
7. Click "Approve"

That's it! You're all set up and ready to go.